Civic Intelligence

Strategic Growth Insurance Ass

Plan context: Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust

EIN 26-0281070 • Walnut, CA • 17 filings • 2 plans

382 N. Lemon Avenue, #334Walnut, CA 91789
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$2,851,036

2025 Contributions

$247,532

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,851,036$1,425,518$0201320192025YearValue
$2,851,036Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260201320192025YearValue
12Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025112$2,851,036$247,532$20,628iApproximate average salary by contribution assumption: employee only about $515,692 at 4% or $343,794 at 6%; with 50% employer match about $343,794 at 4% or $229,196 at 6%; with 100% employer match about $257,846 at 4% or $171,897 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-12$2,851,036$247,532$20,628iApproximate average salary by contribution assumption: employee only about $515,692 at 4% or $343,794 at 6%; with 50% employer match about $343,794 at 4% or $229,196 at 6%; with 100% employer match about $257,846 at 4% or $171,897 at 6%.
2024212$2,650,041$318,179$26,515iApproximate average salary by contribution assumption: employee only about $662,873 at 4% or $441,915 at 6%; with 50% employer match about $441,915 at 4% or $294,610 at 6%; with 100% employer match about $331,436 at 4% or $220,958 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-12$2,250,732$235,979$19,665iApproximate average salary by contribution assumption: employee only about $491,623 at 4% or $327,749 at 6%; with 50% employer match about $327,749 at 4% or $218,499 at 6%; with 100% employer match about $245,811 at 4% or $163,874 at 6%.
STRATEGIC GROWTH INSURANCE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-8$399,309$82,200$10,275iApproximate average salary by contribution assumption: employee only about $256,875 at 4% or $171,250 at 6%; with 50% employer match about $171,250 at 4% or $114,167 at 6%; with 100% employer match about $128,438 at 4% or $85,625 at 6%.
2023210$1,954,688$308,963$30,896iApproximate average salary by contribution assumption: employee only about $772,408 at 4% or $514,938 at 6%; with 50% employer match about $514,938 at 4% or $343,292 at 6%; with 100% employer match about $386,204 at 4% or $257,469 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-10$1,684,028$225,189$22,519iApproximate average salary by contribution assumption: employee only about $562,973 at 4% or $375,315 at 6%; with 50% employer match about $375,315 at 4% or $250,210 at 6%; with 100% employer match about $281,486 at 4% or $187,658 at 6%.
STRATEGIC GROWTH INSURANCE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-7$270,660$83,774$11,968iApproximate average salary by contribution assumption: employee only about $299,193 at 4% or $199,462 at 6%; with 50% employer match about $199,462 at 4% or $132,975 at 6%; with 100% employer match about $149,596 at 4% or $99,731 at 6%.
202229$1,321,078$279,702$31,078iApproximate average salary by contribution assumption: employee only about $776,950 at 4% or $517,967 at 6%; with 50% employer match about $517,967 at 4% or $345,311 at 6%; with 100% employer match about $388,475 at 4% or $258,983 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-9$1,163,081$196,358$21,818iApproximate average salary by contribution assumption: employee only about $545,439 at 4% or $363,626 at 6%; with 50% employer match about $363,626 at 4% or $242,417 at 6%; with 100% employer match about $272,719 at 4% or $181,813 at 6%.
STRATEGIC GROWTH INSURANCE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-6$157,997$83,344$13,891iApproximate average salary by contribution assumption: employee only about $347,267 at 4% or $231,511 at 6%; with 50% employer match about $231,511 at 4% or $154,341 at 6%; with 100% employer match about $173,633 at 4% or $115,756 at 6%.
202128$1,296,941$254,106$31,763iApproximate average salary by contribution assumption: employee only about $794,081 at 4% or $529,388 at 6%; with 50% employer match about $529,388 at 4% or $352,925 at 6%; with 100% employer match about $397,041 at 4% or $264,694 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-8$1,213,191$170,356$21,295iApproximate average salary by contribution assumption: employee only about $532,363 at 4% or $354,908 at 6%; with 50% employer match about $354,908 at 4% or $236,606 at 6%; with 100% employer match about $266,181 at 4% or $177,454 at 6%.
STRATEGIC GROWTH INSURANCE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-6$83,750$83,750$13,958iApproximate average salary by contribution assumption: employee only about $348,958 at 4% or $232,639 at 6%; with 50% employer match about $232,639 at 4% or $155,093 at 6%; with 100% employer match about $174,479 at 4% or $116,319 at 6%.
202018$860,620$145,311$18,164iApproximate average salary by contribution assumption: employee only about $454,097 at 4% or $302,731 at 6%; with 50% employer match about $302,731 at 4% or $201,821 at 6%; with 100% employer match about $227,048 at 4% or $151,366 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-8$860,620$145,311$18,164iApproximate average salary by contribution assumption: employee only about $454,097 at 4% or $302,731 at 6%; with 50% employer match about $302,731 at 4% or $201,821 at 6%; with 100% employer match about $227,048 at 4% or $151,366 at 6%.
201917$605,801$114,820$16,403iApproximate average salary by contribution assumption: employee only about $410,071 at 4% or $273,381 at 6%; with 50% employer match about $273,381 at 4% or $182,254 at 6%; with 100% employer match about $205,036 at 4% or $136,690 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-7$605,801$114,820$16,403iApproximate average salary by contribution assumption: employee only about $410,071 at 4% or $273,381 at 6%; with 50% employer match about $273,381 at 4% or $182,254 at 6%; with 100% employer match about $205,036 at 4% or $136,690 at 6%.
201817$378,550$51,703$7,386iApproximate average salary by contribution assumption: employee only about $184,654 at 4% or $123,102 at 6%; with 50% employer match about $123,102 at 4% or $82,068 at 6%; with 100% employer match about $92,327 at 4% or $61,551 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-7$378,550$51,703$7,386iApproximate average salary by contribution assumption: employee only about $184,654 at 4% or $123,102 at 6%; with 50% employer match about $123,102 at 4% or $82,068 at 6%; with 100% employer match about $92,327 at 4% or $61,551 at 6%.
201716$304,214$91,307$15,218iApproximate average salary by contribution assumption: employee only about $380,446 at 4% or $253,631 at 6%; with 50% employer match about $253,631 at 4% or $169,087 at 6%; with 100% employer match about $190,223 at 4% or $126,815 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-6$304,214$91,307$15,218iApproximate average salary by contribution assumption: employee only about $380,446 at 4% or $253,631 at 6%; with 50% employer match about $253,631 at 4% or $169,087 at 6%; with 100% employer match about $190,223 at 4% or $126,815 at 6%.
201616$172,249$68,882$11,480iApproximate average salary by contribution assumption: employee only about $287,008 at 4% or $191,339 at 6%; with 50% employer match about $191,339 at 4% or $127,559 at 6%; with 100% employer match about $143,504 at 4% or $95,669 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-6$172,249$68,882$11,480iApproximate average salary by contribution assumption: employee only about $287,008 at 4% or $191,339 at 6%; with 50% employer match about $191,339 at 4% or $127,559 at 6%; with 100% employer match about $143,504 at 4% or $95,669 at 6%.
201516$91,171$51,638$8,606iApproximate average salary by contribution assumption: employee only about $215,158 at 4% or $143,439 at 6%; with 50% employer match about $143,439 at 4% or $95,626 at 6%; with 100% employer match about $107,579 at 4% or $71,719 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-6$91,171$51,638$8,606iApproximate average salary by contribution assumption: employee only about $215,158 at 4% or $143,439 at 6%; with 50% employer match about $143,439 at 4% or $95,626 at 6%; with 100% employer match about $107,579 at 4% or $71,719 at 6%.
201415$45,093$37,428$7,486iApproximate average salary by contribution assumption: employee only about $187,140 at 4% or $124,760 at 6%; with 50% employer match about $124,760 at 4% or $83,173 at 6%; with 100% employer match about $93,570 at 4% or $62,380 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-5$45,093$37,428$7,486iApproximate average salary by contribution assumption: employee only about $187,140 at 4% or $124,760 at 6%; with 50% employer match about $124,760 at 4% or $83,173 at 6%; with 100% employer match about $93,570 at 4% or $62,380 at 6%.
201312$6,588$6,300$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.
Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust-2$6,588$6,300$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.